Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
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Location

7047 E. Greenway Pkwy., Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the owner of 7:7 Holdings, LLC, a real estate holding company, dedicating a few hours per week to purchasing property to fix and sell. He also created Hillcrest WM, LLC for tax purposes and spends minimal time on it.

Employment History
Current Registrations
Meridian Wealth Management, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Goldman Sachs Personal Financial Management
July 2017 - October 2023 · 6 yrs 3 mos
Bbva Wealth Solutions INC.
January 2015 - February 2017 · 2 yrs 1 mo
Bbva Securities INC.Broker
May 2013 - February 2017 · 3 yrs 9 mos
Bbva Compass Investment Solutions, INCBroker
June 2008 - May 2013 · 4 yrs 11 mos
Banc of America Investment Services, INC.
August 2002 - October 2006 · 4 yrs 2 mos
Banc of America Investment Services, INC.Broker
July 1999 - October 2006 · 7 yrs 3 mos
Ba Investment Services, INC.Broker
August 1998 - July 1999 · 11 mos
State Registrations12 states
AZCACOFLIAIDMTNCNDTXWAWY
Advisor
Exams
No exam information available for this advisor.